中信證券:鋼價有望從9月下旬開始企穩回升
中信證券發佈鋼鐵行業研報指出,通過季節性特徵與領先指標的驗證,需求端在9-10月具有明顯的旺季特徵。考慮到目前廢鋼性價比持續降低,廢鋼添加持續下降有利於鋼材供給持續下行,預計鋼材的基本面仍將繼續邊際好轉,鋼價有望從9月下旬開始企穩回升,引領鋼鐵行業趨勢向上機會。在當前低估值的背景下股票投資機會凸顯,建議仍然重點佈局長材為主和低估值有彈性的股票,推薦三鋼閩光、南鋼股份。
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